OneUnited Bank


Using Salesforce Financial Service Cloud (FSC) and Rocket Mortgage for simplified home loans.

About OneUnited Bank

OneUnited Bank was established in 1968 by combining Black-owned banks across the country, creating an institution to garner spending power and channel it back into the communities they serve. They are the first Black internet bank and the largest Black-owned bank in the country, with offices in Los Angeles, Boston, and Miami.


OneUnited Bank has been serving its customers for over 50 years. Their investment in the client experience includes digital transformation efforts across the organization and modernizing their systems for the current digital age.

However, their extensive Salesforce customization was making it difficult to keep their systems updated at scale. They also wanted to provide their customers with quality home loans using the flexibility of Rocket Mortgage and were one of the first banks to take advantage of the Salesforce + Rocket Mortgage partnership, but needed help optimizing their marketing and financial services platforms to support this new offering.

The Zennify Solution

Clouds Implemented

Financial Services Cloud
Marketing Cloud
Experience Cloud

Systems Integrated

Salesforce CRM

Applications Used

Lightning App for Mortgage


OneUnited Bank decided to transition to Financial Services Cloud (FSC) to future-proof their Salesforce platform and chose Zennify as their partner because of its reputation of delivering flawless FSC projects.

Zennify built an FSC foundation for their Mortgage line of business to support the Rocket Mortgage partnership. They also configured a Lightning App for Mortgage and streamlined their marketing capabilities with Marketing Cloud, updating all journeys and processes to sync with FSC. Additionally, they ensured that OneUnited Bank’s Deposit Account Opening (DAO) was available 24/7 during the transition with flawless testing and deployment.

Watch the journey of OneUnited Bank on Salesforce+


Data Acceleration

Reduced daily data integration load time from 12 hours to less than 1 hour by transitioning to the FSC data model.

No Downtime

DAO was available 24/7 during the transition and migration of the FSC data model, meaning no downtime or inconvenience for customers.

Efficiency Gains

Marketing Cloud Journey Decision Splits are more accurate due to the custom Attribute Group’s more precise object relationship mappings compared to the out-of-the-box model.

"OneUnited Bank has been a Salesforce customer for over 15 years and during that time we have had the pleasure of working with many great Salesforce implementation partners. Over the course of this engagement, Zennify proved they are one of the absolute best there is. We would highly recommend Zennify for your next Salesforce partner engagement."